When you create estimates in QuickBooks, you want to make it easy for customers to accept them. Although QuickBooks does not allow customers to accept estimates online, Method:CRM extends the power of QuickBooks by letting your customers approve estimates with the click of a button.
It’s a win-win for everyone — your customers will love the convenience and your team will love closing deals faster.
With Method:CRM synced to Bryan Dutton's QuickBooks file, it's easy for clients to approve Bryan's estimates online. Clients receive an email with a link to a Method guest page where they can review and accept estimates with a click of a button — no printing or signatures required. Bryan gets notified as soon as an estimate is accepted, so he can get straight to work.
Click here to learn more about how Method has helped Bryan streamline his contract and estimate approval process.
Bryan Dutton, owner of Allegro Design Co.